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LMRNX vs RLBEX
LMRNX vs RLBEX Comparison
Open Charts LMRNX vs RLBEX
1919 Socially Responsive Balanced I
Price$34.48
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets948.38M
American Funds American Balanced R4
Price$37.61
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
LMRNX vs RLBEX Comparison Chart in %
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LMRNX vs. RLBEX commentary
Dec 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LMRNX is a Hold and RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. LMRNX (948M). RLBEX pays higher dividends than LMRNX: RLBEX (1.68) vs LMRNX (0.97). LMRNX was incepted earlier than RLBEX: LMRNX (17 years) vs RLBEX (24 years). LMRNX (0.70) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. LMRNX (12.00). RLBEX has a lower initial minimum investment than LMRNX: RLBEX (250) vs LMRNX (1000000). RLBEX annual gain was more profitable for investors over the last year : 9.12 vs. LMRNX (8.33). LMRNX return over 5 years is better than : 44.78 vs. RLBEX (34.74).
| LMRNX | RLBEX | LMRNX / RLBEX | |
| Total Expense Ratio | 0.70 | 0.59 | 119% |
| Annual Report Gross Expense Ratio | 0.70 | 0.59 | 119% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 10.253 | 10.716 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 948M | 269B | 0% |
| Annual Yield % from dividends | 0.97 | 1.68 | 58% |
| Returns for 1 year | 8.33 | 9.12 | 91% |
| Returns for 3 years | 53.80 | 38.04 | 141% |
| Returns for 5 years | 44.78 | 34.74 | 129% |
| Returns for 10 years | 117.12 | 75.41 | 155% |
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